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Energy Transfer Partners

953 hedge funds and large institutions have $14.2B invested in Energy Transfer Partners in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 378 increasing their positions, 243 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $799M | Put options by funds: $379M

64% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 50

56% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 243

4% more funds holding in top 10

Funds holding in top 10: 5355 (+2)

3% more funds holding

Funds holding: 928953 (+25)

3% more capital invested

Capital invested by funds: $13.7B → $14.2B (+$443M)

0.6% more ownership

Funds ownership: 35.44%36.04% (+0.6%)

Holders
953
Holders Change
+25
Holders Change %
+2.69%
% of All Funds
14.96%
Holding in Top 10
55
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.77%
% of All Funds
0.86%
New
82
Increased
378
Reduced
243
Closed
50
Calls
$799M
Puts
$379M
Net Calls
+$419M
Net Calls Change
+$89.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
651
FDx Advisors
Illinois
$218K -$326K -25,732 -60%
FVWA
652
Foster Victor Wealth Advisors
South Carolina
$217K +$1.03K +81 +0.5%
VHAM
653
Van Hulzen Asset Management
California
$217K
LCM
654
Leisure Capital Management
California
$216K
TWC
655
TD Waterhouse Canada
Ontario, Canada
$215K +$10.5K +827 +5%
WSFS
656
Wilmington Savings Fund Society
Delaware
$215K -$10.3K -813 -5%
SOW
657
State of Wyoming
Wyoming
$213K +$38.7K +3,054 +22%
KCPG
658
Kavar Capital Partners Group
Kansas
$212K +$1.27K +100 +0.6%
Allspring Global Investments
659
Allspring Global Investments
North Carolina
$212K +$212K +16,700 New
CIAS
660
Capital Investment Advisory Services
North Carolina
$211K +$29.9K +2,356 +17%
TFS
661
Thoroughbred Financial Services
Tennessee
$210K
NCM
662
Novare Capital Management
North Carolina
$209K
CIM
663
Chiron Investment Management
New York
$208K +$58.5K +4,619 +39%
HAS
664
HBW Advisory Services
California
$208K -$31.9K -2,521 -13%
GWM
665
Gray Wealth Management
Maine
$207K +$207K +16,333 New
SFC
666
SYM Financial Corp
Indiana
$207K +$207K +16,300 New
BC
667
Burney Company
Virginia
$206K
MFG
668
Merit Financial Group
Georgia
$206K +$18.4K +1,451 +10%
Luther King Capital Management (LKCM)
669
Luther King Capital Management (LKCM)
Texas
$205K -$5.53K -436 -3%
MWM
670
Mission Wealth Management
California
$204K +$68.2K +5,385 +50%
PGFC
671
Peapack-Gladstone Financial Corp
New Jersey
$204K -$10.1K -800 -5%
WB
672
WesBanco Bank
West Virginia
$204K +$8.87K +700 +5%
CWA
673
Consilium Wealth Advisory
Texas
$203K
RPC
674
Rossmore Private Capital
Connecticut
$203K +$203K +16,000 New
WLPWM
675
Walled Lake Planning & Wealth Management
Illinois
$203K +$202K +15,976 New

ET Hedge Fund Activity: Q2 2023 in Review

953 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer Partners (ET) for Q2 2023, worth a combined $14.2B — up 3.2% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ET positions and 50 closed out — a net gain of 32 holders — while 378 added to existing stakes and 243 trimmed.

The largest buyer was Bank of America, adding an estimated $62.2M. The largest seller was Goldman Sachs, cutting an estimated $98.3M.

  • 953 institutional investors held Energy Transfer Partners (ET) as of Q2 2023, up from 928 in Q1 2023.
  • Funds reported $14.2B of Energy Transfer Partners stock for Q2 2023, up 3.2% quarter-over-quarter.
  • 82 funds opened new Energy Transfer Partners positions in Q2 2023 and 50 closed out, a net change of +32 holders.
  • The largest Energy Transfer Partners buyer in Q2 2023 was Bank of America, an estimated $62.2M added.
  • The largest Energy Transfer Partners seller in Q2 2023 was Goldman Sachs, an estimated $98.3M sold.

Based on aggregated 13F filings for Q2 2023.